Market Outlook Memo: Global Growth, Equity/Bond Positioning and Currency Trends (Mar 11, 2022)

Market Outlook Memo: Global Growth, Equity/Bond Positioning and Currency Trends (Mar 11, 2022) The document is a routine investment commentary containing macro‑economic forecasts and portfolio positioning. It mentions no specific individuals, transactions, or wrongdoing, and provides no actionable investigative leads. Key insights: Global growth slowed to 1.8% over the past three months.; The memo recommends underweighting US equities and overweighting Euro periphery bonds, Japan, and EM Asia.; References to political events (e.g., new PM Abe) are limited to economic impact, not misconduct.